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Root Financial
Your trusted partner for personalized retirement and financial planning in Jersey City.
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accountant
accountant
financial-advising
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About Root Financial
Root Financial is a premier accounting and financial consulting firm based in Jersey City, NJ, dedicated to helping individuals and families achieve their retirement goals with confidence. We specialize in personalized financial planning, leveraging our innovative Sequoia system to provide tailored strategies that align with your unique objectives. Our team, including experts like Ari, offers relaxed, no-pressure consultations to ensure you receive clear, actionable advice. With a perfect 5-star rating, we pride ourselves on delivering exceptional service and building long-term relationships with our clients.
Business Info
Location
155 2nd St Suite 206, Jersey City, NJ 07302, USA
Services Offered
Retirement Planning
Personalized strategies using the Sequoia system to align with your retirement goals and ensure financial security.
Financial Consulting
Expert advice on investments, savings, and wealth management tailored to your individual needs.
Accountancy Services
Comprehensive accounting solutions including tax planning, bookkeeping, and financial reporting for individuals and businesses.
Zoom Consultations
Convenient virtual sessions with financial advisors like Ari for relaxed, no-pressure discussions and detailed planning.
Educational Sessions
Informative workshops and resources to help you understand financial concepts and make informed decisions.
Reviews
5(2 reviews)
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